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ACESX vs FBONX
ACESX vs FBONX Comparison
Open Charts ACESX vs FBONX
Invesco Equity and Income R
Price$11.07
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets12.58B
American Funds American Balanced 529-F-3
Price$36.87
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
ACESX vs FBONX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBONX has more cash in the bank: 252B vs. ACESX (12.6B). FBONX pays higher dividends than ACESX: FBONX (2.10) vs ACESX (1.64). ACESX was incepted earlier than FBONX: ACESX (23 years) vs FBONX (5 years). ACESX (1.03) is less costly to investors than FBONX (0.30). ACESX is a more actively managed with annual turnover of: 139.00 vs. FBONX (44.00). FBONX has a lower initial minimum investment than ACESX: FBONX (250) vs ACESX (1000). FBONX annual gain was more profitable for investors over the last year : 8.16 vs. ACESX (5.95).
| ACESX | FBONX | ACESX / FBONX | |
| Total Expense Ratio | 1.02 | 0.30 | 340% |
| Annual Report Gross Expense Ratio | 1.03 | 0.30 | 343% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 6.075 | 8.208 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 252B | 5% |
| Annual Yield % from dividends | 1.64 | 2.10 | 78% |
| Returns for 1 year | 5.95 | 8.16 | 73% |
| Returns for 3 years | 15.96 | 37.33 | 43% |
| Returns for 5 years | 27.22 | N/A | - |
| Returns for 10 years | 21.17 | N/A | - |